What You Need for VITA Tax Prep

Taxpayer(s) have items below and a completed IRS Form 13614-C Intake/Interview and QR Sheet

  • Social Security Cards or ITIN letters or cards for you and dependents listed on your tax return:  Required
  • Proof of identity (valid driver’s license or other government issued photo ID):  Required
  • Birth dates for taxpayer, spouse, and dependents:  Required
  • Identify Protection PIN current year Identity Protection PIN (IP PIN) Click Here
  • All Income Statements: Forms (W-2, 1099, 1099-R, Social Security Benefits Statement, and other income sources)
  • Interest and dividend statements from banks (Forms 1099)
  • Health Savings Account – Form 1099-SA and 5498-SA, if applicable
  • Tuition Statement (1098-T) and related student fees and expenses from college or technical school
  • Landlord’s name, address, and amount of rent paid in 2022 (if applicable)
  • Documentation of any donations made to qualified charitable organizations.
  • Bank routing number and account number for direct deposit
  • If married filing jointly, both spouses must be able to sign documents.

Self-Employed Taxpayers

IRS VITA program self-employed taxpayer(s) requirements:

  • Have gross receipts summarized.
  • Business expenses totaled less than $35,000.
  • Car expenses include total miles driven, miles used for business, miles commuting and miles used for personal use.  Vehicle expenses such as gas, oil, maintenance, etc., cannot be used to report car expenses.  Car rental or lease cannot be for more than 30 days.
  • Used the “cash” method of accounting.
  • Did NOT have an inventory at any time during the year.
  • Did NOT have a net loss from your business.
  • Had only one (1) business as a sole proprietor, qualified joint venture or statutory employee
  • Did not require any credit card or similar payments that included amounts that are not includable income
  • Are not required to file Form 4562, Depreciation and Amortization, for this business
  • Had no employees during the year.
  • Do NOT deduct expenses for business use of your home.
  • Do NOT have prior year un-allowed passive activity losses from this business.
  • Do NOT have transactions involving virtual currency (bitcoins)
  • Income IS NOT from a hobby or not for profit activity, bartering or professional gambling

If you do not meet the requirements, your 2022 tax return will need to be prepared by a paid preparer.

Alternative Scanning Methods

If you have a smart device (phone, tablet/computer), you can use Genius Scan app.

  1. Download Genius Scan app.
  2. Open the app > Place document on flat surface.
  3. Press the orange circle w/ + symbol to begin creating pdf file.
  4. Press the moving circle above scan to take a picture of document.
  5. Select the + symbol to allow adding more pages in the file.
  6. Select Done > Select Add Tag and Name Your Tax File 
  7. Upload the PDF file to the respective folder.
  8. Email any questions or concerns to This email address is being protected from spambots. You need JavaScript enabled to view it.

Print a PDF File:

To print to a PDF for Form 14446 and Form 13614-C, follow these steps:

  1. Open/Download the document or content you wish to print, and press Ctrl + P at same time 
    The Print menu will appear revealing several options.
  2. Open the Printer or Destination drop-down menu (Click down arrow) 
    A menu of printer choices appears.
  3. Select Save as PDF or Microsoft Print to PDF 
    In some applications, you must first click Save as File before you can select PDF as the saved file type.
  4. Click Print

Here, you will save the PDF File i.e., TY2020 Form 14446_Taxpayer Last Name First Initial

Then, upload the file to the respective folder. Email any questions or concerns to This email address is being protected from spambots. You need JavaScript enabled to view it..

Please ensure ALL scanned documents in any format can be read and are legible for the review process.